See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,563 | $57,651-17.5% | $112,229-57.6% | $71,457-33.4% |
| Participation rate | 91.7% | 58.9%+32.8pp | 72.4%+19.3pp | 67.9%+23.8pp |
| Annual return | -43.54% | 18.32%-61.9pp | 30.20%-73.7pp | 28.85%-72.4pp |
| Employer contribution / active EE | $8,609 | $1,913+349.9% | $3,430+151.0% | $2,588+232.7% |
| Participant deferral / active EE | $0 | $2,863-100.0% | $4,798-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,581-100.0% | $7,748-100.0% | $1,587-100.0% |